How to use DocuSign with your Solatech SalesPRO system

How to use DocuSign with your Solatech SalesPRO system

Summary

While Solatech SalesPRO has a built-in feature to capture signatures on a touch screen device, you can also use your DocuSign account to request a customer signature via email. This knowledgebase article will describe the process.
 Note: These instructions require an existing DocuSign account.


Instructions

  1. While logged into SalesPRO, open any quote, sale or order
  2. Click on the Preview icon from the Home ribbon
  3. Select the output that you wish to send to your customer for signature. 
  4. Click the Save As icon. 
  5. Save the PDF  document in an easily accessible location on your computer. 
  6.  Log into your Docusign account online
  7. Upload the file you saved in step 4 to your DocuSign account
  8. Proceed with the DocuSign email process. 


Applies To:

  • Solatech SalesPRO

    • Related Articles

    • How to use DocuSign with your Solatech Focus system

      Summary While Solatech Focus has a built-in feature to capture signatures on a touch screen device, you can also use your DocuSign account to request a customer signature via email. This knowledgebase article will describe the process. Note: These ...
    • How to Setup and use a Leica Disto X3 laser with your Solatech Focus system

      Summary This article describes how to pair a Disto X3 laser to your Windows or iOS device.  It also describes how to transmit those measurements into your Solatech Focus system.  Instructions for Pairing Windows Turn on your X3 laser (Bluetooth is ...
    • How to use the Drop Shipping feature in Solatech Focus

      Summary Typically purchase orders send to vendors through Solatech will be shipped to the company shipping address in your Solatech system. In cases where the shipment should go to an alternate location, Solatech gives users the ability to enter or ...
    • SalesPRO Roaming Workstations cannot use more than one Windows user account

      Summary SalesPRO software uses a File Sharing Service (Dropbox, OneDrive, etc.)  for the syncing of data between a roaming workstation and a main system.  All file sharing services store files on a per-user basis, which means that each Windows user ...
    • How to view your Solatech ID and password in SalesPRO

      Summary Your Solatech ID is used for Online Order Processing and downloading products in Product Updater.  If you need to view your Solatech ID and password, follow the directions below. Instructions From within the SalesPRO software, click on the ...